Menu Commands

Sage 300 ERP

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Home > Getting Started > Accounts Payable Menu Commands

Menu Commands

The following commands appear on the File, Settings (when available), and Help menus on Sage 300 ERP screens.

Note: Menu names and commands may differ by screen.

File Menu

File Menu Commands
Command Description Notes

Close

Closes the current screen.

You can also press Alt+F4 to close a screen.

Customize

Lets you hide or display fields for users by UI Profile ID.

Click File > Customize to hide fields on an open screen for users assigned to a UI Profile ID for that screen.

When these fields are hidden, data that would normally appear in these fields cannot be printed.

For more information, see the help for the UI Profile Maintenance screen in the System Manager help.

Export

Exports data records to other Sage 300 ERP databases and non-Sage 300 ERP programs.

Click File > Export to export data.

For example, you could export purchase statistics for use in spreadsheet or database software.

Note: You cannot export serial or lot numbers for kit components.

Import

Imports data records from other databases and from non-Sage 300 ERP programs.

Click File > Import to import data.

For example, you could use a spreadsheet to enter current requisitions or purchase orders when setting up your system, and then import the transactions later.

Note: You cannot import serial or lot numbers for kit components.

Print

Prints the current report, list, or screen.

On screens with a corresponding report, click File > Print to open the report screen, which you use to select report options (if applicable) before printing the report.

Print Setup

Selects a printer and sets printing options.

Click File > Print Setup to set up your printer. You can select the default printer or select another from the list of installed printers.

For more information about print options, refer to your operating system documentation.

Save

Saves the entries or changes you have made to the current screen.

 If you have just entered a new record, Add appears instead of Save.

Settings Menu

Settings Menu Commands
Command Description Notes

Auto Clear

Creates a new entry automatically when you post a transaction.

Use the Auto Clear option to streamline data entry in transaction entry screens.

  • If Auto Clear is turned on, all fields are cleared each time you post a transaction, allowing you to immediately begin entering another transaction.
  • If Auto Clear is turned off, transaction information remains on the screen after you post it. Click the New button to begin entering another transaction.
Quick Mode

If you select Quick Mode, when you start a new entry or detail, fields from the previous transaction or detail are copied to the new transaction or detail, so you don’t have to re-enter them.

This command is available for Invoice Entry. When you click Quick Mode on the Settings menu, a separate screen appears that lets you select Quick Mode settings:

  • To copy header fields to new transactions in the batch you are working on, select Quick Mode For Entries, and then specify the entry fields you want to copy.
  • To copy detail fields to new details in the transaction you are working on, select Quick Mode For Lines, and then specify the detail fields you want to copy.

Clear Saved Settings

Restores default settings for a report.

This command is available for forms and for some reports.

Save Settings as Defaults

Saves the current report settings as personal defaults.

This command is available for forms and for some reports.

Help Menu

Help Menu Commands
Command Description
About Displays version and copyright information for the current screen and program.
Contents Opens Help.
Using Help Opens Help to an introductory topic on how to use Help.

Related Topics IconRelated Topics

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